Delta Data Services LLC

Zoho One Tip: Zoho Forms Integration with Zoho CRM

Delta Data Services LLC
06.20.22 09:03 AM Comment(s)

Zoho One Tip: Zoho Forms Integration with Zoho CRM

If you are looking to automate the process of adding data to your Zoho CRM modules, you can use the Zoho Forms - Zoho CRM integration. With this integration, you can map the form entries directly into Zoho CRM modules. 

By integrating Zoho Forms with Zoho CRM, you can do the following:

  • Pre-fill your form with data from Zoho CRM.
  • Form submission data is mapped into Zoho CRM.
  • Data is sent between Zoho Forms and Zoho CRM via a two-way sync.

Step 1 - Create a form

Using Zoho Forms you can create a new form from scratch or choose from the available templates.
Go to:  and start building your form.

See also: Introduction to Zoho Forms.

Step 2 - Fill the form

Drag and drop fields into the form.

Step 3 - Move to Integrations Page

Once the form is ready with the required fields, click 'Integrations' at the top.

Step 4 - Click Integrate

Now click on the button, "Integrate' to integrate Zoho Form Entries to Zoho CRM. 

Step 5 - Check the Organization

If you have multiple Zoho CRM Organization, then you can select from the drop down menu.

Step 6 - Do Field Mapping

Select the Module you would like to map the fields in. 

Then map the fields from Zoho CRM to Zoho Forms.

Add more Fields with + sign.

    Step 7 - Click Integrate

    Scroll down to find more options for integration. In the Actions section, you will find, advanced integration like Upsert Record, Tag Record and Approval. Choose the required option (if any) and click 'Integrate' button at the bottom to complete the Integration. 

    Now the Zoho Form is integrated with Zoho CRM.

    For more Zoho One Tip, keep checking our resources and blogs. DDS is a pioneer in Zoho One Tips, contact us now for immediate Zoho Help.

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